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State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $637M → $1.12B (+$486M)

44% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 57

28.82% more ownership

Funds ownership: 36.99%65.81% (+29%)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 188190 (+2)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
4.17%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.29%
New
17
Increased
82
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
151
CX Institutional
Indiana
$75K
AIC
152
Ameritas Investment Company
Nebraska
$75K +$75.5K +1,399 New
PA
153
Parallel Advisors
California
$65K
SL
154
Salomon & Ludwin
Virginia
$63K +$63.6K +1,179 New
LFG
155
LifePlan Financial Group
Ohio
$57K
William Blair & Company
156
William Blair & Company
Illinois
$48K
BWP
157
Baldwin Wealth Partners
Massachusetts
$47K +$46.8K +867 New
PFBT
158
Parkside Financial Bank & Trust
Missouri
$46K +$1.35K +25 +3%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$43K
BWM
160
Baystate Wealth Management
Massachusetts
$33K +$162 +3 +0.5%
US Bancorp
161
US Bancorp
Minnesota
$32K
CFB
162
Cullen/Frost Bankers
Texas
$32K +$32.3K +598 New
RFWA
163
RPg Family Wealth Advisory
Massachusetts
$29.3K
CAL
164
Capital Advisors Ltd
Ohio
$28K
SA
165
SRH Advisors
Kansas
$28K +$108 +2 +0.4%
FRA
166
Front Row Advisors
California
$24K
BEI
167
Benjamin Edwards Inc
Missouri
$23K
TFGT
168
TS Financial Group (TSFG)
Illinois
$23K
AIM
169
Anchor Investment Management
South Carolina
$22.9K
WP
170
WealthShield Partners
North Carolina
$19K
TW
171
Towerpoint Wealth
California
$19K +$18.9K +351 New
PMFA
172
Plante Moran Financial Advisors
Michigan
$16K -$7.17K -133 -31%
VRM
173
Vectors Research Management
New York
$15K
FCMT
174
Founders Capital Management (Texas)
Texas
$15K +$54 +1 +0.4%
TC
175
Truvestments Capital
Florida
$14K

MDYG Hedge Fund Activity: Q3 2019 in Review

190 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2019, worth a combined $1.12B — up 76% from $637M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MDYG positions and 15 closed out — a net gain of 2 holders — while 82 added to existing stakes and 57 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $555M. The largest seller was Financial Engines Advisors, cutting an estimated $32.5M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2019, up from 188 in Q2 2019.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2019, up 76% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2019 and 15 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $555M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $32.5M sold.

Based on aggregated 13F filings for Q3 2019.